See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,573 | $100,754+14.7% | $86,677+33.3% | $134,475-14.1% |
| Participation rate | 92.9% | 78.9%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -14.39% | 29.04%-43.4pp | 35.91%-50.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,795 | $3,489-19.9% | $2,836-1.5% | $4,740-41.0% |
| Participant deferral / active EE | $6,965 | $5,338+30.5% | $4,656+49.6% | $6,400+8.8% |
| Admin fee / account holder | $4,200 | $10,926-61.6% | $7,493-43.9% | $11,426-63.2% |